The Recession Never Came. Is This Bull Market Just Getting Started?
The recession everyone feared still hasn’t arrived — and the stock market keeps defying the bears.
Ed Yardeni explains why he believes the U.S. economy remains resilient, why consumer spending and corporate earnings could keep the bull market moving higher, and why pessimistic investors may be mis…
Bloomberg Surveillance TV: August 19th, 2026
Featuring:
Ed Yardeni, President at Yardeni Research
Gennadiy Goldberg, Head of US Interest Rate Strategy at TD Securities
James Bullard, Dean of Purdue University Business School & Former St. Louis Fed President
See omnystudio.com/listener for privacy information.
Macro with Dr. Ed Yardeni
Dr. Ed Yardeni shares his thoughts on The Roaring 2020s, the resilience of the U.S. economy, the G-shaped economy, why productivity is fairy dust for the U.S. economy, interest rates, and more.
Inflation Is Still a Problem. Is the Fed Fighting the Wrong War?
Inflation remains one of the biggest questions hanging over the Federal Reserve — but some of Wall Street’s top strategists sharply disagree over what today’s CPI data really means.
With headline inflation at 3.4% and core inflation at 2.4%, is price pressure still strong enough to force the Fed t…
Dot-Com vs. AI Stock Cycles: “The Optimist” Stock Talk Update September 11, 2026
The AI boom keeps getting compared to the dot-com bubble. But what if the comparison is right—and the timing is wrong?
A Bespoke Investment Group chart compares the Nasdaq after the launch of Netscape in 1994 with the Nasdaq after the launch of ChatGPT in 2022. At a comparable point in the two cycl…
Bloomberg Surveillance TV: September 17th, 2026
Featuring:
Julian Emanuel, Senior Managing Director & Chief Equity and Quantitative Strategist at Evercore ISI
Former NY Fed President Bill Dudley
Ed Yardeni, President & Chief Investment Strategist of Yardeni Research
See omnystudio.com/listener for privacy information.
Yardeni Research Founder Ed Yardeni Talks S&P Outlook, Fed & Oil Prices
Ed Yardeni, Yardeni Research Founder and President, talks about why he's slashing his year-end forecast for the S&P 500 Index to 7,900 from 8,400. He also says the Federal Reserve could raise interest rates two more times this year. Yardeni says Iran is likely to wreak havoc and keep oil prices ele…
A Big Market Bull Just Turned Cautious | Ed Yardeni
LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceEd Yardeni, one of Wall Street's biggest perennial bulls, is now turning more cautious.And as a result, he has lowered his market forecast for the end of the …
Why The Economy Looks Great To Boomers, But Miserable To Gen Z
Talk of a “K-shaped economy” took off during the pandemic recovery. Economist Peter Atwater popularized the term in the spring of 2020 to describe an economy in which higher-income households and asset owners bounced back while lower-paid workers and struggling businesses fell further behind.
Six …
Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious?
Ed Yardeni of Yardeni Research explains why he still sees the S&P 500 reaching 10,000 by 2029, even as higher oil prices and bond yields make him more cautious near term. His destination hasn't changed, but the timetable has: he has pushed his 8,400 target to mid-2027 while retaining his Roaring 20…
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